In episode 48, Michelle begins with an overview of the latest market news, setting the stage for the day's discussions. The episode features an update on David Tepper's portfolio, highlighting Nvidia's strategic moves and their implications. Michelle then analyzes AB InBev's Q4 earnings, providing insights into the company's future outlook. The discussion turns to the rising medical costs and their impact on U.S. insurers, exploring the broader implications for the sector. Michelle concludes with closing remarks and encourages listeners to follow The Wall Street Daily Brief for ongoing insights and updates on financial developments.

(0:00) Introduction and market news overview

(0:21) David Tepper's portfolio update and Nvidia's strategic moves

(4:02) AB InBev's Q4 earnings and future outlook

(6:17) The impact of rising medical costs on U.S. insurers

(7:30) Closing remarks and call to follow the podcast